Coppell Advisory Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Coppell Advisory Solutions’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-61	Closed	-$3.57K	–	1118
2024 Q4	$3.57K	Hold	61	–	–	﹤0.01%	1413
2024 Q3	$3.94K	Sell	61 -327	-84%	-$20.9K	﹤0.01%	1306
2024 Q2	$23.8K	Buy	+388	New	+$23.3K	﹤0.01%	712
2023 Q4	–	Sell	-250	Closed	-$14.2K	–	1814
2023 Q3	$14.2K	Buy	+250	New	+$14K	﹤0.01%	545
2023 Q2	–	Sell	-7,545	Closed	-$407K	–	1441
2023 Q1	$407K	Buy	7,545 +7,295	+2,918%	+$400K	0.13%	134
2022 Q4	$14.2K	Buy	+250	New	+$13.8K	﹤0.01%	549

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coppell Advisory Solutions's IYH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 61 shares — an estimated $3.57K sold.

Coppell Advisory Solutions first reported a position in IYH in Q4 2022 and held it in 6 quarters. The position peaked at $407K in Q1 2023. 500 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 61 iShares US Healthcare ETF shares in Q1 2025, an estimated $3.57K.
Coppell Advisory Solutions first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's iShares US Healthcare ETF position peaked at $407K in Q1 2023.
500 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.